Vincent Cherry, Cfp®, Chfc® Email & Phone Number

My focus is on goals-based financial planning for business owners and individuals. I have extensive experience serving employees at CaroMont Health, Duke Energy and American Airlines. By proactively managing my client's work retirement accounts, investments, insurance portfolios and their overall financial plans, we can help achieve their long term goals. Our process and service helps reduce friction, save you time and increase the peace of mind you have about your finances.Let's schedule a meeting to find out how I can help you! Just click the link below to view my calendar. https://app.greminders.com/c/vincentcherryRegistered Branch Address:32 North Main StreetSuite 104Belmont, NC 28012Registered Representative. Securities offered through Cambridge Investment Research Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative. Cambridge Investment Research Advisors Inc., a Registered Investment Advisor. Cherry Wealth Planning and Cambridge are not affiliated. Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites.